--- description: Discover the benefits and disadvantages of Optimy. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Optimy Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Volunteer Management Software](/directory/10044/volunteer-management/software) > [Optimy](/software/142236/optimy) # Optimy Canonical: https://www.capterra.co.uk/software/142236/optimy Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/142236/optimy?page=2) > Align with your corporate mission. Amplify your impact. Manage grants, sponsorships, volunteering, or everything in one place. > > Verdict: Rated **4.6/5** by 42 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Optimy? Optimy is designed to help corporations and their foundations streamline and accelerate their positive impact activities (CSR, grants, community investment, sponsorship, volunteering). ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 42 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.8/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Optimy - **Location**: Toronto, Canada - **Founded**: 2011 ## Commercial Context - **Starting Price**: US$530.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: $530 /month for 2 users billed annually €450 /month for 2 users billed annually Optimy also offers custom plans. - **Target Audience**: 2–10, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Australia, Austria, Belgium, Brazil, Canada, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Hong Kong SAR China, Ireland, Italy, Luxembourg, Monaco, Netherlands, New Zealand and 9 more ## Features - Activity Dashboard - Applicant Portal - Applicant Tracking - Application Management - Approval Process Control - Calendar Management - Collaboration Tools - Commenting/Notes - Contract/License Management - Customisable Forms - Donation Tracking - Email Reminders - Financial Reporting - Forms Management - Grant Discovery - Grant Management - Impact Measurement - Membership Management - Mobile Access - Online Giving - Payment Processing - Payment Tracking - Ratings/Reviews - Receipt Management - Recurring Giving - Registration Management - Reminders - Reporting & Statistics - Reporting/Analytics - Reviewer Management - Scoring - Self Service Portal - Single Sign On - Status Tracking - Time Tracking - Volunteer Management ## Integrations (5 total) - Docusign - Eventbrite - Mailchimp - SAP Business One - Salesforce Sales Cloud ## Support Options - Email/Help Desk - FAQs/Forum - Phone Support - Chat ## Category - [Volunteer Management Software](https://www.capterra.co.uk/directory/10044/volunteer-management/software) ## Related Categories - [Volunteer Management Software](https://www.capterra.co.uk/directory/10044/volunteer-management/software) - [Grant Management Software](https://www.capterra.co.uk/directory/30567/grant-management/software) - [Nonprofit Project Management Software](https://www.capterra.co.uk/directory/32439/project-management-software-for-nonprofits/software) - [Corporate Social Responsibility (CSR) Software](https://www.capterra.co.uk/directory/33696/corporate-social-responsibility-%28csr%29/software) - [Scholarship Management Software](https://www.capterra.co.uk/directory/30809/scholarship-management/software) ## Alternatives 1. [Fluxx Grantmaker](https://www.capterra.co.uk/software/146625/fluxx-software-for-grantmakers) — 4.3/5 (94 reviews) 2. [Bitrix24](https://www.capterra.co.uk/software/113540/bitrix24) — 4.2/5 (989 reviews) 3. [NetSuite](https://www.capterra.co.uk/software/135757/netsuite) — 4.2/5 (2007 reviews) 4. [Instrumentl](https://www.capterra.co.uk/software/1015875/instrumentl) — 5.0/5 (179 reviews) 5. [Submittable](https://www.capterra.co.uk/software/158382/submittable) — 4.8/5 (398 reviews) ## Reviews ### "Optimy Review" — 5.0/5 > **Julia** | *14 May 2024* | Nonprofit Organization Management | Recommendation rating: 9.0/10 > > **Pros**: Optimy is very user-friendly and offers various ways to keep tracks of grants and gifts. Their customer success team is supportive, responsive, and open to discuss solutions and any possible customization of the site. > > **Cons**: The filters and functions for exporting projects can be a little unclear. ----- ### "Five Years of Trust: Optimy’s Commitment to Customer-Centric Solutions" — 5.0/5 > **Jana** | *6 November 2025* | Chemicals | Recommendation rating: 9.0/10 > > **Pros**: Project Team Collaboration Large customization options for the customer fast customer support good value for money > > **Cons**: Ease of use but only in case of no prior knowledge no easy design options without bigger transformations > > Optimy offers a lot of flexibility for customer-specific requirements. As a result, the initial setup can be a bit overwhelming, but the contacts guide you wonderfully through this jungle. We especially appreciate that after the setup, we are no longer dependent on Optimy in our day-to-day business. Only in the case of system disruptions (which are quite rare) do we rely on their competent and quick support. We are even notified immediately by email about disruptions and also when the issue has been resolved. Our contact person is always available to us and provides very competent advice when we want to integrate new functions. We have always found a solution so far, and we have always appreciated their mediation with experts on complicated IT issues. Optimy has also demonstrated open communication in the case of errors and has shown that they can deal well and fairly with customers. This is the kind of service provider one wishes for. Optimy is a service provider that seeks solutions for everything but also clearly communicates where the limits are. We have been working trustfully and happily with Optimy for over 5 years and have observed a great development of additional functions over the years. It is a company that continually improves and seeks customer-friendly solutions to make the customers' everyday work more efficient. ----- ### "Great customizable product" — 5.0/5 > **Jan** | *8 July 2024* | Philanthropy | Recommendation rating: 9.0/10 > > **Pros**: The software is easy to understand and user-friendly. The initial setup of a form is possible without further IT knowledge and the support is always helpful. > > **Cons**: Some features that we would have liked are currently not possible to implement. ----- ### "Our Optimy Experience" — 4.0/5 > **LINDSAY** | *12 February 2020* | Utilities | Recommendation rating: 10.0/10 > > **Pros**: Being able to make personal edits to the software is a huge improvement in our efficiency. > > **Cons**: There are some automated features that were available in our previous solution which are not available in the Optimy tool. > > The Optimy team works very closely with us to help identify solutions within the tool for our programs. Everyone that we have dealt with on the team have been excellent to work with and the transition to the new tool has been seamless. ----- ### "overal good but not personalized enough" — 4.0/5 > **valentine** | *7 February 2020* | Retail | Recommendation rating: 7.0/10 > > **Pros**: pro: easy to use, nice UX, reactivity support > > **Cons**: "cons": not flexible enough =\> still need manual workload > > so far ok but not using for that long ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/142236/optimy?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/142236/optimy) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nb | | | nl | | | nl-BE | | | pl | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data